EPG
AEP icon

Estate Planners Group’s American Electric Power AEP Stock Holding History

Estate Planners Group’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-138
Closed -$15.9K – 87
2025
Q4 		$15.9K Buy
+138
New +$16.3K 0.01% 234

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Estate Planners Group's AEP Position: Q1 2026 in Review

Estate Planners Group sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 138 shares — an estimated $15.9K sold.

Estate Planners Group first reported a position in AEP in Q4 2025 and held it in 1 quarter. The position peaked at $15.9K in Q4 2025. 1,932 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Estate Planners Group reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 138 American Electric Power shares in Q1 2026, an estimated $15.9K.
  • Estate Planners Group first reported a position in American Electric Power in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's American Electric Power position peaked at $15.9K in Q4 2025.
  • 1,932 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.